Configuring the Data Link for Oracle

The data link specifies the database server name and other database-related information, such as the username and password of a user with full access rights to the database server.

For Oracle, Financial Management requires the Oracle OLE DB Provider, which you can download from the Oracle Web site.

  To configure the data link for Oracle:

  1. From Windows Explorer, double-click the UDL file that you created.

  2. From Data Link Properties, select the Provider tab, and from the OLE DB Providers list, select Oracle Provider for OLE DB.

  3. Click Next.

  4. On the Connection tab:

    1. Enter the server name <Oracle Global Database Name>.

    2. Enter a username and password.

      Note:

      Ensure that the user is granted privileges to create, update, and delete tables.

  5. Select Allow saving password.

  6. Select the database to which you want to connect.

  7. Click Test Connection.

  8. On the Test Connection Succeeded box, click OK.

  9. Click OK to save the connection and close the dialog box.